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Independent Wealth Network Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Independent Wealth Network Inc.
报告期 2026-03-31 · CIK 0001891240
持仓数
301
前50大市值合计
$193.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 67
减持 63
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.2M
131,092
-33%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.0M
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$973.7K
6,951
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-65%
增持
VOO
VANGUARD INDEX FDS
+$887.6K
4,093
+132%
减持
CAT
CATERPILLAR INC
+$686.4K
26,355
-0%
建仓
KSS
KOHLS CORP
+$563.2K
26,872
增持
PSFF
PACER FDS TR
+$536.9K
45,196
+98%
增持
COWZ
PACER FDS TR
+$534.1K
61,769
+17%
增持
XLE
SELECT SECTOR SPDR TR
+$488.3K
24,516
+15%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$455.1K
7,900
清仓
BWX
SPDR SER TR
-$454.9K
0
-100%
增持
BIL
SPDR SER TR
+$453.7K
16,037
+45%
增持
AAPL
APPLE INC
-$416.4K
19,813
+1%
增持
SPYG
SPDR SER TR
+$390.8K
119,071
+9%
减持
HSY
HERSHEY CO
-$368.9K
3,232
-21%
清仓
NEE
NEXTERA ENERGY INC
-$345.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$296.3K
24,671
+0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$284.2K
7,249
增持
SPY
SPDR S&P 500 ETF TR
+$261.7K
3,741
+24%
建仓
QDPL
PACER FDS TR
+$259.4K
8,526
清仓
AMD
ADVANCED MICRO DEVICES INC
-$243.9K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$243.5K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$241.2K
4,346
减持
MSFT
MICROSOFT CORP
-$233.8K
8,434
-1%
清仓
PG
PROCTER AND GAMBLE CO
-$233.7K
0
-100%
减持
SPYM
SPDR SER TR
-$226.3K
104,439
-1%
建仓
CTRA
COTERRA ENERGY INC
+$221.9K
8,204
增持
SHY
ISHARES TR
+$217.1K
24,187
+13%
清仓
RSG
REPUBLIC SVCS INC
-$211.1K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$210.5K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$210.3K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$207.8K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$203.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$189.8K
66,053
+9%
增持
ACWI
ISHARES TR
+$167.1K
39,142
+9%
增持
AGGY
WISDOMTREE TR
+$147.9K
23,950
+22%
增持
LGLV
SPDR SER TR
+$146.7K
7,004
+25%
增持
USHY
ISHARES TR
+$145.6K
15,652
+39%
减持
VGT
VANGUARD WORLD FDS
-$144.8K
737
-28%
减持
JPM
JPMORGAN CHASE & CO
-$135.4K
1,439
-39%
增持
BND
VANGUARD BD INDEX FDS
+$126.2K
17,943
+16%
减持
IVV
ISHARES TR
-$122.0K
1,599
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$118.0K
3,701
+7%
减持
CSCO
CISCO SYS INC
-$117.1K
15,828
-15%
增持
SPYD
SPDR SER TR
-$112.1K
77,368
+2%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$111.4K
11,478
-6%
增持
—
EXXON MOBIL CORP
+$103.0K
8,284
+2%
减持
VNQ
VANGUARD INDEX FDS
-$99.0K
8,530
-4%
减持
MRK
MERCK & CO INC
-$95.7K
2,712
-17%
增持
SPYV
SPDR SER TR
+$91.4K
129,798
+7%
减持
DVY
ISHARES TR
-$86.5K
6,558
-6%
增持
JGH
NUVEEN GLOBAL HIGH INCOME FD
+$86.4K
19,277
+60%
减持
SOXX
ISHARES TR
-$86.0K
462
-23%
减持
BA
BOEING CO
-$83.1K
1,304
-17%
减持
TLT
ISHARES TR
-$82.9K
2,591
-15%
减持
ARKK
ARK ETF TR
-$82.6K
7,468
-13%
增持
COST
COSTCO WHSL CORP NEW
+$81.1K
1,065
+10%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$80.4K
4,197
-13%
增持
META
META PLATFORMS INC
+$79.5K
2,883
+5%
增持
ITA
ISHARES TR
+$75.8K
6,091
+25%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$75.2K
19,259
+7%
减持
GLOF
ISHARES TR
-$75.2K
10,942
-14%
减持
CASY
CASEYS GEN STORES INC
-$74.8K
1,695
-23%
清仓
—
THE NECESSITY RETAIL REIT IN
-$74.0K
0
-100%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$72.7K
6,568
-8%
减持
SHW
SHERWIN WILLIAMS CO
-$71.4K
1,900
-9%
增持
USRT
ISHARES TR
-$71.1K
40,117
+5%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$70.8K
46,116
+11%
增持
CLX
CLOROX CO DEL
-$69.6K
2,543
+0%
清仓
—
NUVEEN SR INCOME FD
-$69.5K
0
-100%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$64.0K
50,804
+14%
增持
GOOG
ALPHABET INC
+$63.3K
3,239
+8%
减持
AMZN
AMAZON COM INC
-$62.1K
10,759
-2%
增持
ET
ENERGY TRANSFER L P
+$61.5K
42,998
+1%
减持
NVDA
NVIDIA CORPORATION
-$59.4K
1,683
-10%
增持
CNRG
SPDR SER TR
-$59.2K
3,790
+2%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$57.2K
73,682
+12%
减持
SECT
NORTHERN LTS FD TR IV
-$53.9K
19,007
-4%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$53.1K
5,849
-10%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$52.3K
4,673
-10%
减持
GOVT
ISHARES TR
-$52.0K
32,631
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$51.9K
9,238
-3%
减持
MCN
MADISON COVERED CALL & EQUIT
-$51.3K
39,531
-12%
增持
STIP
ISHARES TR
+$50.5K
5,985
+10%
增持
TFI
SPDR SER TR
-$50.1K
22,879
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$49.0K
1,479
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$46.8K
8,652
-6%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$46.7K
15,531
-11%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$46.0K
9,798
-12%
减持
MSI
MOTOROLA SOLUTIONS INC
-$44.8K
2,104
-0%
增持
ARCC
ARES CAPITAL CORP
+$44.2K
31,132
+4%
增持
MO
ALTRIA GROUP INC
-$43.6K
17,338
+2%
增持
CME
CME GROUP INC
+$43.0K
1,941
+4%
减持
EFA
ISHARES TR
-$42.1K
7,241
-3%
增持
F
FORD MTR CO DEL
-$41.2K
16,250
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$40.6K
95,781
+3%
减持
DON
WISDOMTREE TR
-$40.5K
10,196
-6%
增持
DFUS
DIMENSIONAL ETF TRUST
-$40.2K
42,503
+1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$40.1K
15,008
+35%
增持
IDV
ISHARES TR
+$39.6K
10,271
+22%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$39.3K
12,120
-16%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$38.8K
55,777
+1%
减持
VTV
VANGUARD INDEX FDS
-$38.4K
2,054
-9%
增持
VUG
VANGUARD INDEX FDS
-$38.0K
4,292
+1%
减持
VDE
VANGUARD WORLD FDS
+$37.9K
4,103
-4%
减持
JNJ
JOHNSON & JOHNSON
-$36.9K
3,593
-0%
增持
SLV
ISHARES SILVER TR
-$35.4K
78,470
+0%
减持
GPN
GLOBAL PMTS INC
+$35.0K
3,859
-7%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$34.2K
36,670
+11%
减持
IJR
ISHARES TR
-$33.8K
3,539
-4%
增持
VBK
VANGUARD INDEX FDS
-$33.3K
2,700
+1%
减持
T
AT&T INC
-$31.8K
27,950
-1%
减持
—
ACTIVISION BLIZZARD INC
+$31.5K
3,420
-0%
减持
AFL
AFLAC INC
+$30.4K
6,219
-3%
减持
ABBV
ABBVIE INC
+$29.9K
2,323
-1%
增持
TSLA
TESLA INC
+$29.1K
1,222
+16%
减持
IJK
ISHARES TR
-$29.0K
6,209
-2%
增持
GLD
SPDR GOLD TR
-$28.5K
8,162
+2%
增持
ABT
ABBOTT LABS
-$28.4K
2,498
+1%
增持
PEP
PEPSICO INC
-$26.0K
1,814
+1%
增持
MCD
MCDONALDS CORP
-$26.0K
828
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$25.3K
8,679
+5%
增持
PFE
PFIZER INC
-$25.3K
7,932
+1%
减持
SPMD
SPDR SER TR
-$25.1K
7,282
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$25.0K
26,945
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$24.6K
4,078
+1%
减持
JRS
NUVEEN REAL ESTATE INCOME FD
-$24.1K
16,886
-9%
减持
SPSM
SPDR SER TR
-$23.9K
7,587
-3%
增持
IVE
ISHARES TR
-$23.6K
3,232
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$23.5K
4,494
+1%
增持
AGG
ISHARES TR
+$23.2K
5,998
+9%
增持
HD
HOME DEPOT INC
+$23.2K
2,329
+6%
减持
LLY
ELI LILLY & CO
+$23.1K
435
-3%
增持
DE
DEERE & CO
-$23.0K
841
+0%
减持
LQD
ISHARES TR
-$22.7K
3,130
-1%
增持
FSK
FS KKR CAP CORP
+$22.5K
24,876
+2%
减持
NOBL
PROSHARES TR
-$22.5K
2,497
-3%
减持
IUSB
ISHARES TR
-$22.2K
6,833
-3%
减持
AAXJ
ISHARES TR
-$22.0K
5,511
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$20.7K
13,247
-2%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$20.7K
70,725
+5%
增持
NYF
ISHARES TR
-$20.5K
10,578
+1%
增持
VOT
VANGUARD INDEX FDS
-$20.3K
2,890
+2%
增持
ATO
ATMOS ENERGY CORP
-$20.1K
2,255
+1%
减持
MUB
ISHARES TR
-$19.4K
2,084
-5%
减持
KO
COCA COLA CO
-$18.1K
3,622
-1%
清仓
—
REDWOOD TRUST INC
-$17.8K
0
-100%
减持
VAW
VANGUARD WORLD FDS
-$17.6K
1,278
-2%
减持
IBB
ISHARES TR
-$17.1K
3,233
-0%
减持
INTC
INTEL CORP
+$16.7K
9,269
-1%
